Advisor Onboarding Specialist, Altruist
$79-113k
3 days a week in office (Culver City, CA)
All-in-one platform for financial advisors and their clients
Be an early applicant
All-in-one platform for financial advisors and their clients
501-1000 employees
Be an early applicant
$79-113k
3 days a week in office (Culver City, CA)
501-1000 employees
Company mission
To make financial advice better, more affordable, and more accessible to everyone.
Role
Who you are
- 4+ years of experience in implementation, onboarding, transitions, or client-facing operations; B2B financial services strongly preferred
- FINRA Series 7 and 63 licensed (required)
- Deep understanding of the independent wealth management industry — how RIAs operate, how custodial transitions work, and where they break down
- Demonstrated project management skills across multiple concurrent client implementations
- Executive presence: credible with firm principals and COOs, not only with their operations team
- Ability to influence cross-functional teams without direct authority
- Critical thinking and problem-solving; sound judgment where documented process doesn't exist yet
- Exceptional organization and prioritization; holds a high standard of execution through ambiguity and shifting timelines
- Exemplary written, verbal, presentation, and active listening skills; concise and composed under pressure
- High emotional intelligence; builds trust quickly and creates a sense of calm through a demanding transition
- Curiosity and a continuous improvement mindset; spots process gaps and automation opportunities and acts on them
- Proficient with core customer success tools (e.g., Salesforce, Google Workspace, MS Excel)
- Team mindset focused on setting each other up for success; low ego
- If you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways
What the job involves
- We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to al
- If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!
- We're looking for an Onboarding Specialist to own the transition of advisory firms onto Altruist — from post-sale handoff through a launched, self-sufficient firm
- This is the highest-stakes moment in the advisor relationship
- The firm has already committed, and every interaction in the transition either reinforces that decision or quietly undermines it
- You'll own your implementations end to end — running discovery, building and driving the plan, holding both the firm and our internal teams to the milestones, and leading the training that makes an advisory team fluent on the platform
- Credibility here comes from understanding how advisory firms operate, not only how the software works
- Own the delivery of client implementations from post-sale through launch, migrating committed assets on plan and accelerating time-to-value
- Develop and maintain detailed implementation plans, managing timelines, dependencies, risks, and stakeholder expectations throughout each engagement
- Lead cross-functional implementation efforts across Sales, Customer Success, Operations, Product, Engineering, and Compliance, driving accountability and removing obstacles
- Run structured discovery before kickoff, then tailor the plan and the training to how this firm actually operates
- Take ownership of the firm relationship when Sales hands off, so the transition feels like a continuation of the same team rather than a restart
- Orient the firm to how support and service work at Altruist early, so they know where to go before the first issue lands
- Run a weekly cadence that reports transition health — risks, owners, and next steps — not just activity
- Cover all seven core areas thoroughly and document them as you go: advisor experience, client experience, account opening, funding, trading, fee billing, and reporting/integrations
- Train to the firm's workflows rather than the feature list, and surface known friction before advisors run into it
- Get curious about what a firm is actually trying to accomplish, not just what they literally asked for
- Stay transparent and solution-focused when the answer isn't clean: work it through with them, park what would derail a session, and own the open items either way
- Set up the steady-state relationship well before you roll off, with escalation paths and open items documented
- Bring implementation friction and product gaps back to Product and Operations with enough specificity to act on
- Feed what you learn from each implementation back into the playbooks, templates, and training so the next engagement runs better than the last
Our take
The world of wealth management is changing fast, and financial advisors are feeling the strain. Between managing client expectations, navigating complex regulations, and keeping up with endless admin tasks, there's little time left for what really matters - helping clients make smarter financial decisions.
And that's where Altruist comes in, with AI-powered solutions built to make it easier for advisors to manage portfolios, handle compliance and deliver great client experiences. Its AI assistant, Hazel, is able to take on the day-to-day tasks that slow advisors down (think note-taking, email drafting, and meeting summarising). It can also pull insights from firm data, emails, and documents to give personalized, context-aware answers to questions.
The company has faced some bumps in the road, notably laying off around 15% of its workforce in 2025. That said, this shift to focus on the most impactful parts of its business is not entirely negative. In fact, its plan to build an all-in-one custody and wealth platform driven by Hazel is coming faster than the company anticipated, with the CEO stating that it could make much of the advisor tech stack irrelevant by the end of the year.
Freddie
Company Specialist at Welcome to the Jungle
Insights
67% employee growth in 12 months
Company
Funding (last 2 of 6 rounds)
Apr 2025
$152m
SERIES F
May 2024
$169m
SERIES E
Total funding: $601.5m
Company benefits
- Grow your career: Altruist is a thoughtful, fast-growing company that values high achievers
- Our success is your success: Be rewarded for doing great work - competitive compensation and equity for all team members
- Take care of yourself: Health, dental, and vision coverage, available on your first day
- Work-life integration: We work hard and respect everyone’s whole selves
- You're welcome here: Altruist is proud to be an equal opportunity employer. We’re committed to inclusivity
Company HQ
McManus, Culver City, CA
Leadership
Jason Wenk
(Founder & CEO)Began their career as a Morgan Stanley System Analyst before co-founding Retirement Wealth as CEO in 2005. They also founded FormulaFolios in September 2011, before combining this financial and entrepreneurial experience to found Altruist in September 2018.
Mazi Bahadori
(COO/CCO)Mazi joined Altruist in 2019 as CCO and VP of Securities, adding COO to his title in 2023. Prior to this, he served as the CCO and Director of Operations at Aspiration and as the VP and Legal & Compliance Specialist at PIMCO.
Harpreet Ahluwalia
(CPO)Harpreet joined Altruist in 2019 as VP of Product Management, becoming CPO in 2022. Prior to this, he was a VP of Product Management at ServiceTitan for 4 years and Head of Product at Citysearch for 3 years.
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